Walkner Condon Financial Advisors’s Slack Technologies, Inc. WORK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-22,726
| Closed | -$1.01M | – | 183 |
|
|
2021
Q2 | $1.01M | Hold |
22,726
| – | – | 0.37% | 57 |
|
|
2021
Q1 | $923K | Hold |
22,726
| – | – | 0.36% | 65 |
|
|
2020
Q4 | $960K | Sell |
22,726
-1,422
| -6% | -$60.1K | 0.41% | 52 |
|
|
2020
Q3 | $649K | Hold |
24,148
| – | – | 0.35% | 57 |
|
|
2020
Q2 | $751K | Buy |
+24,148
| New | +$751K | 0.66% | 27 |
|